SPDR S&P Midcap 400 ETF Trust
MDY- 交易所
- NYSE
- SEC CIK
- 0000936958
近 90 天，SPDR S&P Midcap 400 ETF Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 1,542 家機構在 13F 申報持有，市值合計 $173.3 億；沒有大師持有。
2023 年第 1 季 13F 持有人
SPDR S&P Midcap 400 ETF Trust 在 2023/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,137
- 較 2022 年第 4 季 +9 家
- 持有股數
- 2,484 萬
- 較 2022 年第 4 季 −48.2 萬 (−1.9%)
- 總市值
- $113.0 億
- 較 2022 年第 4 季 +$3.30 億 (+3.0%)
- 新進機構
- 78
- 另有 304 家加碼
- 清倉機構
- 69
- 另有 416 家減碼
另有 19 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MDY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,542 | $173.3 億 |
| 2026 年第 1 季 | 1,455 | $153.1 億 |
| 2025 年第 4 季 | 1,438 | $153.2 億 |
| 2025 年第 3 季 | 1,369 | $150.4 億 |
| 2025 年第 2 季 | 1,351 | $142.0 億 |
| 2025 年第 1 季 | 1,361 | $133.9 億 |
| 2024 年第 4 季 | 1,409 | $150.9 億 |
| 2024 年第 3 季 | 1,319 | $140.5 億 |
| 2024 年第 2 季 | 1,293 | $131.8 億 |
| 2024 年第 1 季 | 1,297 | $139.3 億 |
| 2023 年第 4 季 | 1,235 | $138.6 億 |
| 2023 年第 3 季 | 1,159 | $125.5 億 |
| 2023 年第 2 季 | 1,155 | $118.9 億 |
| 2023 年第 1 季 | 1,137 | $113.0 億 |
| 2022 年第 4 季 | 1,147 | $110.6 億 |
| 2022 年第 3 季 | 1,052 | $95.4 億 |
| 2022 年第 2 季 | 1,040 | $101.5 億 |
| 2022 年第 1 季 | 1,101 | $122.0 億 |
| 2021 年第 4 季 | 1,127 | $136.8 億 |
| 2021 年第 3 季 | 1,023 | $123.9 億 |
| 2021 年第 2 季 | 1,037 | $128.4 億 |
| 2021 年第 1 季 | 1,026 | $122.7 億 |
2023 年第 1 季持有機構
每家機構持有 SPDR S&P Midcap 400 ETF Trust 的股數、市值與佔組合比重；股數變化跟 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Exchange Capital Management, Inc. | 23,276 | $1,067 萬 | 2.17% | −118−0.5% | 減碼 |
| Balyasny Asset Management LLC | 23,389 | $1,072 萬 | 0.04% | +23,389 | 新進 |
| Yousif Capital Management, LLC | 23,391 | $1,072 萬 | 0.14% | −23,740−50.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 23,726 | $1,088 萬 | 0.17% | +1,078+4.8% | 加碼 |
| First Financial Bank - Trust Division | 23,728 | $1,088 萬 | 1.16% | −165−0.7% | 減碼 |
| HSBC Holdings PLC | 23,985 | $1,096 萬 | 0.01% | −2,211−8.4% | 減碼 |
| MCF Advisors LLC | 24,508 | $1,125 萬 | 1.05% | −220−0.9% | 減碼 |
| Youngs Advisory Group, Inc. | 24,660 | $1,130 萬 | 6.33% | +13+0.1% | 加碼 |
| Caldwell Trust Co | 25,080 | $1,150 萬 | 1.60% | −435−1.7% | 減碼 |
| Prospera Financial Services Inc | 26,194 | $1,201 萬 | 0.49% | +24,490+1,437.2% | 加碼 |
| Lido Advisors, LLC | 26,437 | $1,212 萬 | 0.17% | +18,999+255.4% | 加碼 |
| RMB Capital Management, LLC | 26,447 | $1,212 萬 | 0.42% | +795+3.1% | 加碼 |
| Linscomb & Williams, Inc. | 26,573 | $1,218 萬 | 0.64% | −235−0.9% | 減碼 |
| Simmons Bank | 27,350 | $1,254 萬 | 1.07% | −1,188−4.2% | 減碼 |
| Pinnacle Financial Partners Inc | 28,049 | $1,286 萬 | 0.35% | +1,451+5.5% | 加碼 |
| Commerce Bank | 28,387 | $1,301 萬 | 0.10% | +1,202+4.4% | 加碼 |
| Green Square Capital Advisors LLC | 28,435 | $1,303 萬 | 1.74% | −1,969−6.5% | 減碼 |
| Capital Fund Management S.A. | 28,503 | $1,307 萬 | 0.26% | +7,100+33.2% | 加碼 |
| Carnegie Capital Asset Management, LLC | 28,652 | $1,313 萬 | 0.52% | −4,201−12.8% | 減碼 |
| Cetera Advisor Networks LLC | 29,177 | $1,338 萬 | 0.10% | +4,988+20.6% | 加碼 |
| MML Investors Services, LLC | 29,504 | $1,353 萬 | 0.10% | +9,218+45.4% | 加碼 |
| Wellspring Financial Advisors, LLC | 30,281 | $1,388 萬 | 4.12% | −847−2.7% | 減碼 |
| Huntington National Bank | – | $1,420 萬 | 0.14% | – | – |
| Hancock Whitney Corp | 31,165 | $1,429 萬 | 0.57% | −2,893−8.5% | 減碼 |
| Massmutual Trust Co FSB | 31,359 | $1,438 萬 | 0.55% | +2,022+6.9% | 加碼 |
| Curbstone Financial Management Corp | 31,372 | $1,438 萬 | 3.50% | −370−1.2% | 減碼 |
| Tandem Wealth Advisors LLC | 31,831 | $1,459 萬 | 9.08% | +6,285+24.6% | 加碼 |
| Trustmark National Bank Trust Department | 31,981 | $1,466 萬 | 1.33% | +483+1.5% | 加碼 |
| IFG Advisors, LLC | 32,301 | $1,481 萬 | 5.83% | +490+1.5% | 加碼 |
| Rockefeller Capital Management L.P. | 33,005 | $1,513 萬 | 0.07% | +2,175+7.1% | 加碼 |
| GYL Financial Synergies, LLC | 33,045 | $1,515 萬 | 1.82% | +32,229+3,949.6% | 加碼 |
| Camden Capital, LLC | 33,610 | $1,541 萬 | 2.28% | −355−1.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 33,823 | $1,551 萬 | 0.08% | −1,731−4.9% | 減碼 |
| BDO Wealth Advisors, LLC | 34,480 | $1,581 萬 | 1.94% | −655−1.9% | 減碼 |
| Vestor Capital, LLC | 34,721 | $1,592 萬 | 1.87% | −363−1.0% | 減碼 |
| Janney Montgomery Scott LLC | 34,799 | $1,595 萬 | 0.07% | −4,700−11.9% | 減碼 |
| American International Group, Inc. | 35,200 | $1,614 萬 | 0.11% | +2,800+8.6% | 加碼 |
| Buckingham Strategic Wealth, LLC | 36,878 | $1,633 萬 | 0.30% | 00.0% | 不變 |
| Means Investment Co., Inc. | 36,167 | $1,658 萬 | 2.91% | +30,696+561.1% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 36,297 | $1,664 萬 | 6.22% | −131−0.4% | 減碼 |
| Prio Wealth Limited Partnership | 36,419 | $1,669 萬 | 0.64% | −480−1.3% | 減碼 |
| Kowal Investment Group, LLC | 37,107 | $1,701 萬 | 4.82% | +10,902+41.6% | 加碼 |
| 1st Source Bank | 37,310 | $1,710 萬 | 1.14% | +47+0.1% | 加碼 |
| Johnson Investment Counsel Inc | 37,573 | $1,722 萬 | 0.23% | +478+1.3% | 加碼 |
| LCM Capital Management Inc | 37,612 | $1,724 萬 | 15.06% | +906+2.5% | 加碼 |
| SG Americas Securities, LLC | 38,318 | $1,757 萬 | 0.24% | −45,265−54.2% | 減碼 |
| Susquehanna International Group, LLP | 39,252 | $1,799 萬 | 0.03% | −7,738−16.5% | 減碼 |
| Granite Bay Wealth Management, LLC | 39,986 | $1,833 萬 | 12.81% | +2,263+6.0% | 加碼 |
| Boston Private Wealth LLC | 40,358 | $1,850 萬 | 0.26% | −1,734−4.1% | 減碼 |
| Cumberland Advisors Inc | 41,124 | $1,885 萬 | 7.73% | −405−1.0% | 減碼 |
| Estate Counselors, LLC | 42,135 | $1,932 萬 | 2.55% | +11,689+38.4% | 加碼 |
| Chicago Partners Investment Group LLC | 43,181 | $1,970 萬 | 1.15% | +1,005+2.4% | 加碼 |
| Miracle Mile Advisors, LLC | 43,142 | $1,978 萬 | 0.64% | −1,487−3.3% | 減碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,157 | $2,024 萬 | 4.05% | −120.0% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 45,000 | $2,063 萬 | 0.12% | −137,000−75.3% | 減碼 |
| Bessemer Group Inc | 45,208 | $2,073 萬 | 0.05% | −125,041−73.4% | 減碼 |
| Klingman & Associates, LLC | 46,176 | $2,117 萬 | 1.82% | −153−0.3% | 減碼 |
| Retirement Systems of Alabama | 46,630 | $2,138 萬 | 0.09% | +75+0.2% | 加碼 |
| Financial Advisory Group | 46,977 | $2,153 萬 | 4.35% | −935−2.0% | 減碼 |
| Oldfather Financial Services, LLC | 47,647 | $2,184 萬 | 11.29% | +1,819+4.0% | 加碼 |
| Edge Capital Group, LLC | 47,890 | $2,195 萬 | 1.35% | +259+0.5% | 加碼 |
| Crewe Advisors LLC | 48,837 | $2,239 萬 | 3.27% | +80.0% | 加碼 |
| Citizens Financial Group Inc | 49,253 | $2,258 萬 | 0.83% | −13,199−21.1% | 減碼 |
| M&T Bank Corp | 51,875 | $2,378 萬 | 0.09% | −3,338−6.0% | 減碼 |
| Divergent Planning, LLC | 52,602 | $2,411 萬 | 13.57% | +52,602 | 新進 |
| Ascent Wealth Partners, LLC | 53,550 | $2,455 萬 | 4.93% | +1,100+2.1% | 加碼 |
| Clearstead Advisors, LLC | 55,067 | $2,524 萬 | 1.84% | +3,111+6.0% | 加碼 |
| Moreno Evelyn V | 56,907 | $2,609 萬 | 5.91% | +3,314+6.2% | 加碼 |
| Heritage Investors Management Corp | 57,225 | $2,623 萬 | 1.12% | −253−0.4% | 減碼 |
| Bartlett & Co. LLC | 57,458 | $2,641 萬 | 0.51% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 57,458 | $2,641 萬 | 0.51% | 00.0% | 不變 |
| Brookfield Asset Management Inc. | 58,439 | $2,679 萬 | 0.10% | +7,037+13.7% | 加碼 |
| Smith, Moore & Co. | 58,924 | $2,701 萬 | 3.67% | −231−0.4% | 減碼 |
| First Hawaiian Bank | 58,985 | $2,704 萬 | 0.92% | −1,353−2.2% | 減碼 |
| Baird Financial Group, Inc. | 59,778 | $2,740 萬 | 0.07% | −612−1.0% | 減碼 |
| Conning Inc. | 59,907 | $2,746 萬 | 0.92% | 00.0% | 不變 |
| Stifel Financial Corp | 62,998 | $2,891 萬 | 0.04% | −18,976−23.1% | 減碼 |
| Peapack Gladstone Financial Corp | 64,929 | $2,976 萬 | 0.57% | −380−0.6% | 減碼 |
| Envestnet Asset Management Inc | 65,960 | $3,024 萬 | 0.01% | −916−1.4% | 減碼 |
| Pinnacle Associates Ltd | 67,136 | $3,078 萬 | 0.63% | −629−0.9% | 減碼 |
| Pittenger & Anderson Inc | 68,317 | $3,132 萬 | 1.62% | +3,056+4.7% | 加碼 |
| Captrust Financial Advisors | 68,409 | $3,136 萬 | 0.14% | +24,865+57.1% | 加碼 |
| Whittier Trust Co of Nevada Inc | 68,642 | $3,147 萬 | 1.16% | −7,925−10.4% | 減碼 |
| Waldron Private Wealth LLC | 69,520 | $3,187 萬 | 1.55% | +5,796+9.1% | 加碼 |
| Barclays PLC | 70,396 | $3,226 萬 | 0.03% | +51,486+272.3% | 加碼 |
| Blair William & Co | 73,196 | $3,355 萬 | 0.13% | −5,829−7.4% | 減碼 |
| Financial Counselors Inc | 73,786 | $3,382 萬 | 0.73% | −4,539−5.8% | 減碼 |
| Henshaw Capital LLC | 75,150 | $3,445 萬 | 2.12% | 00.0% | 不變 |
| Hyman Charles D | 75,647 | $3,468 萬 | 2.31% | +85+0.1% | 加碼 |
| Squarepoint Ops LLC | 78,019 | $3,576 萬 | 0.25% | +78,019 | 新進 |
| Advisor Group Holdings, Inc. | 80,160 | $3,671 萬 | 0.07% | +2,442+3.1% | 加碼 |
| Portland Global Advisors LLC | 82,712 | $3,792 萬 | 6.49% | −1,233−1.5% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 83,967 | $3,848 萬 | 0.11% | −278,060−76.8% | 減碼 |
| Cerity Partners LLC | 88,277 | $4,047 萬 | 0.19% | +21,151+31.5% | 加碼 |
| MetLife Investment Management | 90,700 | $4,158 萬 | 0.30% | +9,500+11.7% | 加碼 |
| State Street Corp | 91,328 | $4,190 萬 | 0.00% | −1,195−1.3% | 減碼 |
| Mariner, LLC | 92,877 | $4,258 萬 | 0.12% | +2,371+2.6% | 加碼 |
| Commonwealth Equity Services, LLC | 96,234 | $4,411 萬 | 0.10% | −45,950−32.3% | 減碼 |
| Sandy Spring Bank | 100,075 | $4,588 萬 | 2.61% | −4,729−4.5% | 減碼 |
| Washington Trust Co | 104,924 | $4,810 萬 | 2.17% | +2,837+2.8% | 加碼 |